The Simple Math of Wealth (SB 1507)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 24 April 2024
⏱️ 64 minutes
🧾️ Download transcript
Summary
Join us today as we dive into the core principles of building a sustainable financial future with marketing professor, author and investor, Scott Galloway. We explore the essential formulas behind his book Algebra of Wealth, discussing purposeful living, effective retirement planning, and the emotional aspects of investing.
Our headline today is all about AllianceBernstein 401k lawsuit that was dropped by New York US District Court.
During our Better Call Saul-Sehy and OG, we unravel the complexities of early retirement, delving into specific IRS rules for accessing retirement funds.
Plus, Doug wraps it all up with some modern history trivia!
FULL SHOW NOTES: https://www.stackingbenjamins.com/investing-with-a-life-mission-1507
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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Transcript
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| 0:00.0 | I'm actually snaverly being of sound mind and body to hereby bequeath the following. |
| 0:08.0 | To my wife Rose, who spent money like there was no tomorrow, I leave $100 and a calendar. |
| 0:16.0 | To my sons, Rodney and Victor, who spent every dime I ever gave them on fancy cars and past women, |
| 0:23.0 | I leave $50 in dimes. |
| 0:26.5 | And to my other friends and relatives who also never learned the value of a dollar, I leave a dollar. |
| 0:44.4 | Live from Joe's Mom's Basement, it's the Stacking Benjamin Show. |
| 0:57.9 | I'm Joe's mom's neighbor, Doug, and are you investing with emotions or data? |
| 1:03.3 | Today we dive into how to clear the emotional deck and let data drive your decisions with Professor of Marketing at the New York University Sloan School of Business and successful |
| 1:09.1 | investor Scott Galloway. In our headlines, speaking of |
| 1:13.0 | emotions, how is your 401k performing? We'll take a lesson from a recently settled lawsuit |
| 1:18.6 | about how to better manage your own assets. Plus, we'll hear why a stacker said I'd better call |
| 1:24.6 | Saul, C-Hi and OG. And of course, I'll share some phony trivia. |
| 1:30.4 | And now a guy who's really photogenic and OG. |
| 1:37.3 | Hey there, stackers. |
| 1:39.3 | No, I didn't write that open, but that was a nice one, Doug. |
| 1:42.4 | And actually, we just got our photos back. |
| 1:44.5 | And I got to say, everybody has said just how photogenic OG is. |
| 1:49.8 | Like, seriously. |
| 1:51.7 | I know, Doug. |
| 1:52.7 | I was thinking the same. |
| 1:54.1 | Yeah, I think, did you show them only to his team members? |
| 1:57.6 | Because I think he's got performance reviews coming up. |
... |
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